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U.S. Electrical Industry Analysis
UpdatedJul 08, 2025
DataAggregated Company Financials
Companies130
- 7D1.5%
- 3M56.0%
- 1Y35.0%
- YTD16.6%
The Electrical industry is up 1.5% in the last week, with Emerson Electric up 3.8%. In the last 12 months, the industry was up 35%. Earnings are forecast to grow by 18% annually.
Industry Valuation and Performance
Has the U.S. Electrical Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 08 Jul 2025 | US$620.8b | US$153.6b | US$7.4b | 27.6x | 83.7x | 4x |
| Thu, 05 Jun 2025 | US$560.0b | US$153.4b | US$7.4b | 26.1x | 76.1x | 3.7x |
| Sat, 03 May 2025 | US$476.4b | US$153.0b | US$7.3b | 22.5x | 65.4x | 3.1x |
| Mon, 31 Mar 2025 | US$443.7b | US$151.5b | US$6.6b | 22.9x | 67.4x | 2.9x |
| Wed, 26 Feb 2025 | US$488.7b | US$151.4b | US$9.9b | 25.6x | 49.6x | 3.2x |
| Fri, 24 Jan 2025 | US$597.3b | US$151.7b | US$9.5b | 23.9x | 62.8x | 3.9x |
| Sun, 22 Dec 2024 | US$536.7b | US$151.1b | US$9.3b | 22.5x | 57.9x | 3.6x |
| Tue, 19 Nov 2024 | US$552.1b | US$150.5b | US$9.2b | 23.5x | 59.9x | 3.7x |
| Thu, 17 Oct 2024 | US$507.1b | US$151.2b | US$7.5b | 19.9x | 67.5x | 3.4x |
| Sat, 14 Sep 2024 | US$448.4b | US$151.3b | US$7.3b | 18.1x | 61.2x | 3x |
| Mon, 12 Aug 2024 | US$427.8b | US$150.9b | US$7.1b | 18.1x | 60.1x | 2.8x |
| Wed, 10 Jul 2024 | US$469.8b | US$157.0b | US$5.8b | 18.9x | 80.4x | 3x |
| Fri, 07 Jun 2024 | US$484.2b | US$159.6b | US$6.2b | 19x | 78.3x | 3x |
| Sun, 05 May 2024 | US$475.2b | US$160.5b | US$7.7b | 20.8x | 61.6x | 3x |
| Tue, 02 Apr 2024 | US$452.6b | US$125.8b | US$7.9b | 22.6x | 57.4x | 3.6x |
| Thu, 29 Feb 2024 | US$420.7b | US$127.8b | US$9.4b | 19.3x | 44.8x | 3.3x |
| Sat, 27 Jan 2024 | US$397.8b | US$139.2b | US$8.0b | 19.6x | 50x | 2.9x |
| Mon, 25 Dec 2023 | US$403.6b | US$139.3b | US$7.9b | 20.3x | 50.9x | 2.9x |
| Wed, 22 Nov 2023 | US$367.2b | US$139.0b | US$8.0b | 18.7x | 46.1x | 2.6x |
| Fri, 20 Oct 2023 | US$350.8b | US$144.1b | US$11.5b | 17.4x | 30.5x | 2.4x |
| Sun, 17 Sep 2023 | US$390.2b | US$144.2b | US$11.6b | 20.1x | 33.7x | 2.7x |
| Tue, 15 Aug 2023 | US$395.8b | US$144.8b | US$12.0b | 19.5x | 33.1x | 2.7x |
| Thu, 13 Jul 2023 | US$366.6b | US$130.9b | US$7.8b | 26.4x | 47x | 2.8x |
| Sat, 10 Jun 2023 | US$337.1b | US$131.1b | US$7.7b | 24.5x | 44x | 2.6x |
| Mon, 08 May 2023 | US$312.7b | US$130.3b | US$7.7b | 19.5x | 40.6x | 2.4x |
| Wed, 05 Apr 2023 | US$310.8b | US$128.1b | US$7.7b | 17.9x | 40.3x | 2.4x |
| Fri, 03 Mar 2023 | US$320.7b | US$116.4b | US$9.1b | 21.6x | 35.3x | 2.8x |
| Sun, 29 Jan 2023 | US$311.0b | US$114.2b | US$8.9b | 20.6x | 35x | 2.7x |
| Tue, 27 Dec 2022 | US$292.6b | US$113.8b | US$8.8b | 18.8x | 33.4x | 2.6x |
| Thu, 24 Nov 2022 | US$313.4b | US$113.4b | US$8.7b | 18.7x | 36.1x | 2.8x |
| Sat, 22 Oct 2022 | US$271.7b | US$108.4b | US$8.5b | 19.1x | 32.1x | 2.5x |
| Mon, 19 Sep 2022 | US$293.5b | US$107.9b | US$8.4b | 20.1x | 34.9x | 2.7x |
| Wed, 17 Aug 2022 | US$316.5b | US$106.1b | US$8.6b | 23x | 37x | 3x |
| Fri, 15 Jul 2022 | US$252.8b | US$105.1b | US$7.5b | 16.7x | 33.5x | 2.4x |
Price to Earnings Ratio
33.5x
Current Industry PE
- Investors are optimistic on the American Electrical industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 83.7x which is higher than its 3-year average PE of 50.9x.
- The 3-year average PS ratio of 2.9x is lower than the industry's current PS ratio of 4.0x.
Past Earnings Growth
- The earnings for companies in the Electrical industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 13% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the U.S. Industrials industry?
| US Market | 0.42% | |
| Industrials | 1.09% | |
| Electrical | 1.47% | |
| Electrical Components | 2.01% | |
| Heavy Electrical Equipment | -0.025% | |
Industry PE
- Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio of 15.4x.
- Analysts are expecting annual earnings growth of 25.8%, which is lower than the prior year's growth of 56.4% per year.
- Investors are most pessimistic about the Electrical Components industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 43.7x.
Forecasted Growth
- Analysts are most optimistic on the Heavy Electrical Equipment industry, expecting annual earnings growth of 26% over the next 5 years.
- However this is lower than its past earnings growth rate of 56% per year.
- In contrast, the Electrical Components industry is expected to see its earnings grow by 15% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| EMR Emerson Electric | US$138.40 | 3.8% +US$2.9b | 25.9% | PE39.5x | |
| NXT Nextracker | US$66.45 | 15.5% +US$1.3b | 37.5% | PE19.3x | |
| ROK Rockwell Automation | US$338.93 | 2.0% +US$762.0m | 27.8% | PE42.3x | |
| RUN Sunrun | US$11.11 | 35.8% +US$669.5m | -12.2% | PS1.2x | |
| ETN Eaton | US$358.49 | 0.4% +US$587.0m | 12.4% | PE35.6x |
